Note 1: QuickBooks Commerce is a former Tradegecko. The article below shows how the integration works with Tradegecko. The integration with QuickBooks Commerce works in the same way.
Note 2: QuickBooks Commerce integration with Katana works independently from the QuickBooks Online integration. There is no connection between those integrations.
For manufacturers who are using QuickBooks Commerce for inventory management of products, Katana is a valuable addition to managing raw material stock and the production process.
In short, if Katana + QuickBooks Commerce integration is activated, you can use "Katana" as a supplier name on Purchase orders in QuickBooks Commerce to send the order information to Katana for further processing. When processing is finished in Katana, manufactured products are added to your QuickBooks Commerce inventory automatically.
Here's a more detailed overview of how the integration works:
1. Create a new Purchase order (PO) in QuickBooks Commerce for products that need to be manufactured. Create or select “Katana” as a supplier, add products and create the purchase order.
Note: We recommend using the same currency for the supplier "Katana" in QuickBooks Commerce as your default currency in Katana. Find more info about QuickBooks Commerce currencies and Katana currencies.
2. The PO from QuickBooks Commerce including all product variants is automatically imported to Katana as a Sales order (SO), which will appear in the Sell screen. Customer name in Katana will be "Tradegecko".
Sell screen
The detailed SO card.
If a variant added to the PO in QuickBooks Commerce does not yet exist in Katana, a new variant is created automatically in Katana. Variants are matched by SKU code (called Variant code in Katana).
Notes:
Any "Landed costs" added to the PO in QuickBooks Commerce will not be synced to Katana.
Tax rates are not synced from QuickBooks Commerce and no tax is added to SO lines in Katana by default.
Any editing to orders (adding items, changing quantities etc.) already imported to Katana will not be synced from QuickBooks Commerce to Katana, or vice versa. PO data is only synced after the initial creation of the PO in QuickBooks Commerce.
3. For the SO in Katana, click Make to order to push the order to the production schedule in the Make screen.
Then follow Katana's Make to Order workflow to manage production activities, track material requirements, and order any missing raw materials.
4. When the production for all products on the imported order is finished, mark the Manufacturing order (MO) as Done and the SO as Delivered in Katana.
5. The related PO in QuickBooks Commerce is automatically marked as Received and the manufactured goods are added to QuickBooks Commerce product inventory.
The Item Cost on the QuickBooks Commerce PO will be updated to reflect the Average cost of the product in Katana stock (unless Average cost equals 0 or "null"). Average cost in Katana is based on the manufacturing cost of the product, including the Product recipe and Production operations costs.
Note: When a PO is initially imported to Katana, the Price per unit for items on the SO reflects the Item cost of those products in QuickBooks Commerce. However, when the production is finished, the Price per unit on the SO in Katana is not updated to reflect the manufacturing cost. The initial Price per unit is kept for reference purposes, but the item costs synced back to QuickBooks Commerce will still reflect the actual manufacturing cost of those products.